Trinity Portfolio Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$250,000

“TPA's financial planning and consulting fees are negotiable, but generally range from $1,500 to $250,000 on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Trinity Portfolio Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Generally, TPA requires one-half of the financial planning / consulting fee (estimated fixed) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “If termination occurs within five business days of entering into an agreement for such services, the client shall be entitled to a full refund.”

How Trinity Portfolio Advisors, LLC’s fees compare

• Its flat or project fee of $1,500-$250,000 spans the Texas median of $3,850. 100% of the 401 other Texas planners that publish a flat or project fee charge less.
• 8 of the 8 other planners in Southlake that publish a flat or project fee charge less.

About Trinity Portfolio Advisors, LLC

• Firm size: 13 employees.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

539

Employees

13

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$530,536,813

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151721

Website

trinityportfolio.com (opens in new tab)

Phone

(817) 416-7227

Can advise clients in 20 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Kentucky, Louisiana, North Carolina, Nebraska, New Hampshire, Nevada, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Southlake that publish fees

• Aspen Creek Wealth Management, LLCSouthlake$100/hr, $1,000⁠-⁠$15,000
• Combs Capital PartnersSouthlake$2,500
• Corps Capital Advisors, LLCSouthlake$500⁠-⁠$1,000/hr
• Much Wealth Management, Inc.Southlake$1,000⁠-⁠$10,000
• One Xvi WealthSouthlake$250/hr, $1,500⁠-⁠$10,000
• Openair Financial, LLCSouthlake$5,000

Compare all 18 planners in Southlake